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Company Main View
Name:
Parisi Gray Wealth Management
City:
BEDMINSTER
State:
NJ
Zip:
07921
Achive data
View Filing Period:
Current Quarter
2023-12-31
2023-09-30
2023-06-30
2023-03-31
2022-12-31
2022-09-30
2022-06-30
2022-03-31
2021-12-31
2021-09-30
2021-06-30
2021-03-31
2020-12-31
2020-09-30
2020-06-30
2020-03-31
2019-12-31
2019-09-30
2019-06-30
2019-03-31
2018-12-31
2018-09-30
2018-06-30
2018-03-31
2017-12-31
Portfolio Summary
View Filing
Filing Report Date :
2024-03-31
Total Value :
$266,604,000
Total Value Change :
$19,798,000
Securities Held Change :
4
All Securities Held :
106
New Positions
:
8
Closed Positions
:
4
Increased Positions
:
54
Unchanged Positions
:
13
Decreased Positions
:
31
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Free Registration Required For Full Results
Holdings Found :
4
View All Holdings
Currently Viewing:
Closed Positions
Page 1 of 1
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Ticker
Company Name
Position
Rank
New/Closed
Postion
Last
Close
Value
Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
% of Company
Industry
VLTO
Veralto Corp
107
Closed
$99.31
$0
0
0%
-257,000
-3,127
0
N/A
HRZN
Horizon Technology Finance ...
110
Closed
$11.97
$0
0
0%
-132,000
-10,000
0
Asset Management
VWO
Vanguard Emerging Markets S...
109
Closed
$43.58
$0
0
0%
-1,924,000
-46,820
0
Closed - End Fund - E...
PM
Philip Morris International...
108
Closed
$104.24
$0
0
0%
-200,000
-2,126
0
Cigarettes & Other To...
4
Records Found
1
Page 1 of 1
Download:
Download: Holdings - Current Quarter Only
Summary:
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